Lakewood Ranch Resident Joins Company
Sarasota, Florida- Canandaigua National Trust Company of Florida (CNTF) is expanding and Angela Carlson, MBA, CFP, a veteran of wealth management and financial services, has joined its team in Sarasota as Vice President, Wealth Advisor.
Angela brings over 18 years of experience and a passion for a holistic and comprehensive approach to wealth management and financial planning to CNTF.
“Her vast experience in all of the various disciplines of wealth management, combined with her thoughtful approach with clients, make her an excellent addition as we look to grow our customer base in the Sarasota region,” said Laurie Haelen Director of Wealth Solutions at Canandaigua National Bank & Trust.
Carlson says the opportunity to join CNTF was a simple decision. “I’ve known several of the team members for over a decade. I wanted to be part of it. It’s a great group of people inside a culture based on a genuine desire to help our clients”.
Carlson serves on several boards including the Siesta Key Chamber of Commerce and Humane Society at Lakewood Ranch.
Canandaigua National Trust Company of Florida has been serving the Sarasota area since 2009 with more than a century of experience in financial services through its affiliate, Canandaigua National Bank & Trust.